Portfolio Company · Operating Co.
FNZ
a portfolio company of
Fin Capital
Status on record: Exited
PE Firm Index
FNZ
a portfolio company of
H.I.G. Capital
Status on record: Current
PE Firm Index
FNZ
a portfolio company of
Motive Partners
Status on record: Current
Investment year: 2022
PE Firm Index
FNZ
a portfolio company of
Summit Partners
Status on record: Current
PE Firm Index

Who owns FNZ?

FNZ is listed on the portfolio pages of Fin Capital (portfolio page), H.I.G. Capital (portfolio page), Motive Partners (portfolio page) and Summit Partners (portfolio page). H.I.G. Capital, Motive Partners and Summit Partners list it as current; Fin Capital lists it as exited. Motive Partners has owned FNZ since 2022, per Motive Partners' portfolio page.

From the company's website

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

Source: fnz.com, read October 2026

Company Snapshot

FNZ is a Technology company. Its owner on record, Fin Capital, is a firm. Fin Capital lists 133 companies in the index, 88 of them in Technology. Also backed by H.I.G. Capital, Motive Partners and Summit Partners.

Ownership statusExited, Current
WebsiteVisit ↗

Measured in the 2027 Digital Value Creation Baseline

6 of 9 basic practices detected, October 2026.

  • Named by an AI assistant (Perplexity) when asked about its categoryDetected
  • Most search traffic comes from searches without its nameDetected
  • Search or social advertisingNot detected
  • A clear call to action on the homepageNot detected
  • Online booking, scheduling or chatNot detected
  • Proof on the homepage: case studies, projects, testimonials or reviewsDetected
  • A CRM or marketing-automation tool on the websiteDetected
  • Web analyticsDetected
  • Something published in the last 90 daysDetected

Each practice is a yes or no from public sources: the homepage, the site's tags, search data and one AI assistant question. It shows whether a practice is in place, not how well it works.

Observational measurements of this company's public website only. Not a rating of the company, its performance, its management, or its investment merit. Not investment advice. Request a correction or removal via Submit Update.

About the owner

Headquarters
Miami, United States
Founded
1993
AUM
$75 billion
Strategy
Private Equity, Growth Equity, Real Estate, Lending, Infrastructure, Special Situations, Management Buyouts, Recapitalizations, Corporate Carve-outs
Target size
Middle market companies
Sectors
Manufacturing, Services, Real Estate
Companies in the index
At least 387

H.I.G.

Read the H.I.G. Capital profile

and 1 more backers: Summit Partners

Questions about FNZ

Who owns FNZ?

FNZ is listed on the portfolio pages of Fin Capital (portfolio page), H.I.G. Capital (portfolio page), Motive Partners (portfolio page) and Summit Partners (portfolio page). H.I.G. Capital, Motive Partners and Summit Partners list it as current; Fin Capital lists it as exited. Motive Partners has owned FNZ since 2022, per Motive Partners' portfolio page.

What sector is FNZ in?

FNZ is in Technology. Classified from the owner's portfolio label.

What else does Fin Capital own in Technology?

Fin Capital lists 87 other Technology companies in the index, including Aiera, AlgoX2, AnChain.ai, Array and Articul8.

What is FNZ's website?

FNZ's website is https://fnz.com/.

Sources

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with FNZ and does not provide investment advice.

Other portfolio companies of Fin Capital

6 of 132 shown

See the full Fin Capital portfolio.

Other portfolio companies of H.I.G. Capital

6 of 386 shown

See the full H.I.G. Capital portfolio.

Other portfolio companies of Motive Partners

6 of 67 shown

See the full Motive Partners portfolio.

Other portfolio companies of Summit Partners

6 of 412 shown

See the full Summit Partners portfolio.

Other Technology companies held by Fin Capital

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